Luis F. Rosa, CFP®, EA
Hello, I'm Luis. I work with Latino executives who've built serious careers and need a wealth strategy sophisticated enough to match — equity compensation, tax strategy, and long-term planning, guided by someone who understands both the technical side and the experience of being first.
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New York, NY
"I love giving clients the clarity to focus on living their lives — and building long-term relationships where I get to watch them grow closer to their goals."
How can I help?
Investment Management
Tax Optimization
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
Monthly recaps on financial markets. Stay in the loop with Luis.
Get to know Luis
I came to the U.S. from the Dominican Republic at age 11. As an immigrant, I had to learn two languages: English, and money — and there was no one at home who could teach me the second one.
That's exactly why I do this work today. Most of the Latino executives I work with are also the first in their family to reach this level — the first to navigate equity comp, the first with a real estate portfolio, the first making decisions with no blueprint to follow. I know that experience firsthand, and I bring real technical depth to match it.
My parents instilled hard work and education as the path forward, and I've built my practice around that same belief — except now, "success" isn't just the goal. It's the starting point we build a strategy from.
I graduated college with a degree in Economics and had no idea what I wanted to do with my life, other than I liked people and numbers. I was introduced to a financial planner that worked with a CPA partner and he was looking for a part-time associate. I started working with them immediately and fell in love with financial planning once I saw the positive impact it has in clients' lives.
I became a CERTIFIED FINANCIAL PLANNER™ professional to bring real technical depth to First Gen executives building serious wealth — equity compensation, tax strategy, and long-term planning built around where you are now, not where you started. I'm also an IRS Enrolled Agent, and I integrate tax planning directly into the financial planning process to help clients optimize investments and revenue streams.
I work with Latino senior executives — the first in their families to reach this level of income and leadership. They're navigating equity compensation, complex tax decisions, and the responsibility of building wealth without a family blueprint for it. They want to work with a strategist who understands both the technical complexity of their financial life and what it means to be "the first."
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I help clients get organized, get clarity, and implement actionable steps to pursue their goals. Tax planning is a key piece of what I usually help clients with because it is a very forward looking approach.
As a first-generation wealth creator myself, I know what it means to be the first of many in my family to reach this level. That understanding, combined with my tax planning background, means I'm not just building a generic plan — I'm building one that accounts for the full complexity of your financial life and the reality of the path that got you here.
I love giving clients the clarity to focus on living their lives — and building long-term relationships where I get to watch them grow closer to their goals.
I love the team approach and the resources provided. Savvy is a technology forward company that has a great culture. I love how Savvy empowers advisors to do the best work they can for their clients.
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Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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